Meru Portfolio

Put Your Money To Work....
While You Sleep

Invest for your Family's Future with the help of our experienced team

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What we offer

At Meru Portfolio, our core aim is to serve our clients with dedication and integrity, meet their expectations and build enduring relationship.

Mutual Funds

Stocks

International Investments

Portfolio Management Services

Alternative Investment Funds

Child Future
Saving

Retirement
Saving

Plan Your Goals

Tell us how much you want for each of your goal and we will tell you the cashflow required each year to achieve your goals and take appropriate investment decisions

Image resource: Crello

* Annualised actual portfolio returns (IRR) of CIO's portfolio
* Inception Date: Nov'19

Our Chief Investment Officer is an astute investment professional, who has extensive experience of working with HNIs, families, foundations, and corporations to build diversified, multi asset class portfolios as per clients’ overall needs.

He has managed a total portfolio size of more than USD 1 Bn (INR 7500 Cr) across various organisations and helped clients achieve their goals including inter generation wealth transfer through family trusts and wills.

The Chief Investment Officer is a Chartered Accountant and CFP® professional. He also holds Msc in Wealth Management from the Singapore Management University, Specialisation in Asset Management from the Yale Business School USA , and Specialisation in Family Office Wealth Management from the University of St Gallen, Switzerland.

Please write to us for booking a free portfolio review call with our CIO by uploading your Consolidated account statement.

Our Investment Philosophy

Risk Assessment

We work with you to understand your Level of Acceptable Risk to determine an appropriate strategic asset allocation

Asset Allocation

Depending on the risk assessment, investor’s circumstances, and his financial goals, we determine a Long Term Asset Allocation.

Asset Selection

Asset-Class Selection is based on Rigorous Research to find pockets of the markets which provide the best risk-adjusted returns to the investors while helping them achieve their financial goals.

Performance Reporting

We review the portfolios on a Quarterly Basis to understand the impact of changing investment environment so that we can smoothly sail through different market events. The investors also have the option of viewing their portfolio 24X7.